The Wealth Manager database

Name: The Wealth Manager database
Creator: Financial ADVSR

Atlas screener Every RIA The Largest RIAs ADVSR Rankings

Wealth managers: 8,915
Regulatory AUM: $16.4T
Use more than one custodian: 2,417
Hybrid: 1,785

Where their clients’ assets sit. Select a custodian to filter the list.

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8,915 firms manage $16.4 trillion

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10984
KOA Wealth Management, LLC160 clients
Schwab 100%
$255M
10986
Ridge Creek Global, Inc.51 clients
Schwab 85%
$255M
10987
Game Plan Financial Advisors, LLCWestlake, Oh, OH · 205 clients
Schwab 100%
$255M
10988
Cap Partners, LLCFranklin, TN · 399 clients
No custodian reported
$255M
10989
Hartmann Taylor Wealth Management, LLCDallas, TX · 96 clients
Schwab 100%
$255M
10991
Glenorchy Capital Limited368 clients
Interactive Brokers 100%
$254M
10992
Blacktower Financial Management (US) LLCOrlando, FL · 479 clients
Rl360 51%Schwab 32%
$254M
10993
O'brien Investment Management, LLCTorrance, CA · 167 clients
Fidelity 97%
$254M
10994
Westpark Wealth Advisors, Inc.Houston, TX · 776 clientsHybrid
No custodian reported
$254M
10995
Madrone Investment Advisory, LLCSan Rafael, CA · 118 clients
Schwab 90%
$254M
10997
Mendota Financial Group, LLCMadison, WI · 166 clients
Schwab 82%
$254M
10998
Family Fiduciary Services, Inc.Beverly, MA · 129 clients
Fidelity Distributors Company 100%
$254M
11000
Integrated Wealth Management, Inc.Uniontown, OH · 530 clients
Fidelity 100%
$254M
11002
Westco Advisory Services, Inc.Lynbrook, NY · 324 clientsHybridWestco Investment Corp.
Schwab 100%
$254M
11003
Canty Wealth ManagementBallston Spa, NY · 475 clients
No custodian reported
$254M
11004
Defined Wealth Management, LLCBeaverton, OR · 154 clients
Fidelity 100%
$254M
11005
Addis & Hill, IncorporatedWayne, PA · 159 clients
Schwab 44%Altruist 30%Pershing 26%
$254M
11006
Connecticut Capital Management Group, LLCMilford, CT · 115 clients
Schwab 100%
$254M
11007
Green Alpha InvestmentsNiwot, CO · 164 clients
Northern Trust 39%
$254M
11009
Indiano Capital ManagementRochester, NY · 53 clients
RBC 39%UBS 26%
$254M
11010
Kalinowsky Asset Management81 clients
Fidelity 100%
$254M
11013
PPS & V Asset Management Consultants IncPortage, MI · 247 clients
No custodian reported
$254M
11016
Heronetta Management, L.P.New York, NY · 28 clients
Morgan Stanley 58%UBS 34%
$254M
11017
Washburn Capital Management Inc.Vero Beach, FL · 188 clients
Schwab 100%
$254M
11018
Clear Point Advisors, Inc.Melville, NY · 151 clients
No custodian reported
$253M
11019
Alpha Analytics Investment Group LLCLos Angeles, CA · 68 clients
No custodian reported
$253M
11020
Impact Capital, LLCRockville, MD · 115 clients
Schwab 100%
$253M
11021
MHS Advisory Services, LLCMaple Grove, MN · 313 clientsHybrid
Pershing 75%Fidelity 25%
$253M
11023
Entelechy80 clients
Schwab 100%
$253M
11024
Maguire Investments LLCKing of Prussia, PA · 151 clients
Schwab 85%
$253M
11025
Transcend Advisor Group, LLCMilwaukee, WI · 360 clients
No custodian reported
$253M
11026
Pacific Wealth Strategies Group, Inc.Santa Barbara, CA · 197 clients
Schwab 100%
$253M
11028
Sterling Retirement Group of SacramentoRoseville, CA · 515 clients
TradePMR / Robinhood 100%
$253M
11029
Elevation Capital AdvisoryBend, OR · 631 clients
Schwab 100%
$253M
11030
Robbins Farley LLCBedford, NH · 263 clients
Schwab 100%
$253M
11031
Endeavor Wealth Advisors, LLCPepper Pike, OH · 177 clients
Schwab 100%
$253M
11032
Corrado Advisors, LLCRamsey, NJ · 342 clients
Schwab 100%
$253M
11034
Aurora Investment CounselAtlanta, GA · 65 clients
Schwab 100%
$253M
11036
Mercury Investment GroupMemphis, TN · 101 clients
Schwab 97%
$253M
11037
Patrick M. Sweeney & Associates, IncLibertyville, IL · 86 clients
Schwab 100%
$253M